;

Select Language

Check Application Status

Resource Zone

1295 Resources

Want to see more resources?

Login
0:06:51

How to boost your happiness by restarting your business

Karl Hartey and Harpreet Atwal 3.7

Do you continue to run a business that’s making you unhappy or do you close or sell your office and re-invent your business? Two members put their happiness first, restarted their financial services practice and found they created a better business because of it.

0:03:41

Top advisors and their significant cases

Tony Gordon; Alessandro M. Forte, Dip PFS 5.0

Every financial advisor has a case they always remember. Longtime Top of the Table members Gordon and Forte talk about what those clients mean to them. <br><br> To view the full presentation, click here: <a href="https://rz.mdrt.org/video/a-conversation-the-journey-to-success/">"A conversation: The journey to success"</a>

0:16:46

Maximizing survivor Social Security

Peter Hill, ChFC 0.0

We know the surviving spouse will receive the larger of the two Social Security checks at the first death. Is the surviving spouse prepared to give up one-third or greater of the total Social Security income at the first death? If not, consider using some of the Social Security income to buy life insurance on one or both of the spouses. Presented at the 2016 Annual Meeting.

0:05:46

Are your clients giving away their retirement funds?

Travis D. Manning, CFP, CLU 5.0

Clients may not understand how to manage their retirement funds, sometimes giving too much of it away to children and leaving too little for the retirees to live off of. Here’s how one MDRT member talks with his clients about this.

0:08:51

3 questions to ask every prospect and client

Theodore S. Rusinoff, CFP 5.0

<p>Top of the Table qualifier Ted Rusinoff believes you need to ask every prospect and client three questions: 1) What do you own? 2) Why do you own it? 3) When was the last time you took a look at it?</p> <p>These questions keep the planning process active and engaged.</p>

0:02:52

Retirement income withdrawal strategies

Jonathan Peter Kestle, CLU, B Com 0.0

You’ll close with clients when you find tens of thousands of dollars in tax savings for them, and you can find those savings quickly by using technology, said Jonathan Kestle, a Court of the Table qualifier from Ontario, Canada. View this brief video to find out how he does that.

0:15:03

Life after regulation in Australia

Ross Vanderwolf, CFP 0.0

Following 20 years of regulation, the financial services profession has experienced significant change. For Vanderwolf and other producers willing to keep looking forward, success is still possible. Vanderwolf details some of the changes he has experienced and how he has adapted and rebuilt his business.

0:16:54

Your Life Pie

Gary F. Heuer, FIC 5.0

The discovery process for finding out what your prospect or client needs is a crucial step. Heuer illustrates his Life Pie concept, which helps build a connection and identify prospects' hot-button issues.

0:04:23

Help your client negotiate a better job offer

Renee Hanson, CFP, CDFA 0.0

Learn ideas how you can help your client negotiate for a better salary or benefits, from Top of the Table qualifier Renee Hanson.

0:26:51

The 5 keys to ultimate health

Dr. Ross Walker 0.0

Achieving ultimate health is a dream for many. However, the solution for health issues cannot and should not be found in a pill. There are five key ingredients necessary for people to be the healthiest they can be. Dr. Ross Walker, cardiologist and author of seven bestselling books including “5 Stages of Health” and “Highway to Health,” will discuss how to achieve these five keys.

0:19:14

Financial oxygen

Alphonso B. Franco, RHU, RCIS, and Godfrey Phillips, FChFP, J.P. 0.0

Both critical illness insurance and life insurance are financial oxygen that protect us. The only question generally is how much financial oxygen we need to protect ourselves, our families and our business.

0:14:29

Critical illness — line of credit

Godfrey Phillips, FChFP, JP 0.0

Learn strategies for selling critical illness insurance. Phillips offers his favorite techniques to demonstrate the need for this product. Presented at the 2016 Annual Meeting.

0:21:39

Sorry, we don't do quotes

Peter Jason Byrne 5.0

Byrne shares how he transitioned from quotes to fees for insurance-only advice and some of the best practice ideas that helped him stop doing free work.

4th generation retirement planning

Guy E. Baker, MSFS, CLU 0.0

"Want more clients? Learn to ask these three questions: • Do you know your number? • Do you know how much you have to save to reach your number? • Does your investment process have a high probability of reaching your goal? In fact, every person you meet needs to be asked if they know the answers. Surveys show more than 85 percent of Americans have no idea how to answer any of these questions. In this session, MDRT Past President Guy Baker shows you the answers and helps you learn how to use retirement planning as a way to build a strong retirement income practice."

1:08:29

Top strategies from top advisors

Ace Chan, Veronica Ong and Subhas Nathan 0.0

Ace Chan, Veronica Ong and Subhas Nathan share strategies to increase sales and clients.

0:21:04

Working with middle-market millionaires

Gregory B. Gagne, ChFC 5.0

People with $1 million to $5 million in assets, which is a niche with a large supply of clients, often are not prepared for retirement. Gagne shares his secrets on how to work with that market. Presented at the 2016 ConneXion Zone at the Annual Meeting.